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ShareFile
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Account and Reporting

April 30, 2025
Contributed by: 
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Reporting

Use ShareFile Reports to see how the account is being used by creating recurring and non-recurring reports that track usage, access, messaging, storage, and other details. For more information on using reports, see ShareFile Reports.

Company Branding

Your account’s account or company name allows ShareFile support staff to identify your account. It is also the name that appears on any billing-related correspondences. Typically, your account name is the same as the name of your business.

Set up company branding

Use the following instructions to set up your company branding.

  1. Navigate to Settings > Admin Settings > Account and Reporting > Edit Company Branding.

Company branding

The Edit Company Branding page displays.

  1. Under Acount Name, type the name of the account.

    Basic options

  2. With Edit Account Appearance in Basic Options you can perform the following actions:

    • Change the Page Title that appears at the top of the window.

    • Upload your company logo.

    • Change the Header Background Color.

    • Change the Accent Color.

Notes:

  • By default, the Basic options page uses the page title, logo, header background color and accent colors that you selected. To customize the appearance use the advanced appearance options link on the page to expand the available options. For more information, see Edit Account Appearance.
  • Changing the Header Background Color impacts the ShareFile Client Portal.
  1. Select Save at the bottom of the page to save your branding page changes.

Edit Account Appearance

The following options are set by the users who have the Edit Account Appearance permission set. These are optional.

Company branding

  • Browser Options - allows you to edit the page title, and favicon in the account appearance.

  • Header Options - allows you to edit the logo, background image, and background color in the account appearance.

    Notes:

    • The logo image must be no taller than 80px and no wider than 400px
    • The background image can be any size, but only display the first 80 vertical pixels and will tile/repeat horizontally and vertically.
    • The default background color is white but any HTML color code can be used. If both a color and an image are entered, the image displays, and not the color.

  • Page Options - allows you to set the accent bar color at the top of the tabs and in the content boxes.

  • Login Page Options - Allows you to upload a logo, select a logo background color, a background color and upload a background image.

  • Email Options - Allows you to upload a logo, provide a header description and provide a footer description.

When all of your advanced options are completed, select Save at the bottom of the page.

Create or Edit a ShareFile Subdomain

Each ShareFile account has its own unique URL that is generally in the format of https://yourcompanyname.sharefile.com. The section of this URL with yourcompanyname in it is called the subdomain, and it will always be followed with .sharefile.com or a plan-specific variant. The creator of the ShareFile account picks the subdomain during the account setup process, and a single account can have up to three different subdomains tied to it.

To find your company’s unique subdomain, log in to your ShareFile account and locate the address in your browser’s URL bar. The part before .sharefile.com is your subdomain.

Create Edit SF Subdomain

**I don’t know my subdomain, but I know my email address and password!**

If you know your email and password but not your subdomain, head to ShareFile.com/Support and use the Sign In button in the upper right.

Edit Subdomains

With your ShareFile account, you are allowed up to three subdomains. All of these subdomains share the same custom branding for your company account.

The following requirements are necessary to create subdomains:

  • Contain only letters, numbers, and hyphens.
  • Does not start with a hyphen.
  • Is at least 2 characters long.

To change your subdomain:

  1. Go to Settings > Admin Settings > Account and Reporting > Edit Company Branding > Edit Subdomains

    Create Edit SF Subdomain

    Once you have added the subdomains, select Save at the bottom of the page.

Your primary subdomain is listed beside the red asterisk and will be the subdomain you are directed to when logging in from . You have the option to list alternative subdomains in the remaining two fields. Your alternate subdomains will direct you to the same exact ShareFile account as your primary subdomain. Your primary subdomain will appear on any links you send while signed in.

ShareFile does not recommend completely deleting your subdomain, as doing so will make the subdomain available for use by another ShareFile account. To change your subdomain, you can designate a new Primary Subdomain with the following steps:

  1. Create a new Alternate Subdomain
  2. Sign out
  3. Sign in at the Alternate Subdomain created in Step 1
  4. Click “Settings”, “Admin Settings”, “Company Account Info”, then scroll to the “Edit Subdomains” section.
  5. Place your Alternate Subdomain into the Primary field
  6. Don’t forget to add your previous Primary Subdomain as an Alternate Subdomain, so that it cannot be taken by a new ShareFile account
  7. Save.
Account and Reporting
April 30, 2025
Contributed by: 
P
April 30, 2025
Contributed by: 
P

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